The Murray Hanseth Group

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The Murray Hanseth Group

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The Murray Hanseth Group

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Murray Hanseth Group Value Proposition

The Murray Hanseth Group is a goals-based wealth management team dedicated to serving a select number of high net worth families, business owners, executives, and corporate retirement plans.  Using a comprehensive approach to planning and investment advice guidance, we provide customized strategies to help clients achieve their goals.  Our holistic approach to wealth management is centered around our deeply held commitment to take the time to understand the values, needs, goals, and concerns of clients.  We strive to provide an exceptional client experience.  
 
As part of the firm's belief in the value of advanced training and staff enrichment to better serve clients, Paul and Brian have pursued advanced designations and certifications. These concentrations provide The Murray Hanseth Group with additional depth and skills in key areas, including investment management, cash flow strategies, liability management and other banking services available through Bank of America, retirement planning services, estate planning services, insurance, and corporate 401(k) plan management. 
 
With over 40 years of combined experience being entrusted with over $400 million in assets as of January 1, 2017, every member of our team is passionate about working together toward a common goal of delivering exceptional advice, guidance and service to provide clients with the resources to live their lives fully and with purpose. 

Philosophy

It’s important to plan for your financial future, which means getting more than investment advice. We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Our advice and strategies are guided by what’s important to you, and our success is defined by your satisfaction over time.

Approach

We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

Our job is to first understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities.

Our approach is to help you pursue your goals by providing customized service and strategies. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Focus On Corporate Executives

For corporate executives, we offer guidance for diversification strategies for concentrated stock positions. For business owners, we can help them build company benefit plans and provide access to Bank of America for help in addressing cash flow, lending needs and other challenges. For those nearing retirement, we consider inflation, health care costs and other factors to help them achieve desired lifestyles. We talk with clients periodically and proactively explore opportunities with them.

Capabilities

In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. We feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill Lynch, and with access to the banking convenience of Bank of America, we can deliver services that can help you address virtually every financial challenge you face.

Meet Our Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Paul D Murray

Paul D Murray

Senior Financial Advisor

617.946.4318
Brian G Hanseth

Brian G Hanseth

Wealth Management Advisor

617.946.4313
Caitlin  Tucker

Caitlin Tucker

Registered Client Associate

617.946.4164

Additional Resources

The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.

Victor W Diune

Victor W Diune

Trust Specialist

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.